See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,278 | $176,377-87.9% | $134,143-84.1% | $158,922-86.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.23% | 63.63%-48.4pp | 36.33%-21.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,838 | $5,040-63.5% | $3,704-50.4% | $4,761-61.4% |
| Participant deferral / active EE | $843 | $4,091-79.4% | $3,499-75.9% | $5,982-85.9% |
| Admin fee / account holder | $3,575 | $8,718-59.0% | $6,684-46.5% | $11,246-68.2% |